The Mallers Pivot: Why Twenty One Capital’s Strike Cancellation Is a Smell Test for Bitcoin’s Institutional Facade
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Fear
Market Sentiment
92 million ARB released
Independent validator client goes live on mainnet
Improves data availability sampling efficiency
Circulating supply increases by about 2%
Block reward halving event
Team and early investor shares released
Block reward reduced to 3.125 BTC
Raises validator limit and account abstraction
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$64,569.6 |
| 1 |
Ethereum
ETH
|
$1,883.78 |
| 1 |
Solana
SOL
|
$74.98 |
| 1 |
BNB Chain
BNB
|
$570.5 |
| 1 |
XRP Ledger
XRP
|
$1.1 |
| 1 |
Dogecoin
DOGE
|
$0.0724 |
| 1 |
Cardano
ADA
|
$0.1655 |
| 1 |
Avalanche
AVAX
|
$6.78 |
| 1 |
Polkadot
DOT
|
$0.8216 |
| 1 |
Chainlink
LINK
|
$8.43 |